Meet the experts

Our Team

We’re more than a firm – we’re a team of problem-solvers, partners, and real people who care. Whether you’re in Pendroy, Whitefish, or somewhere in between, you’ll find someone here who gets it.

Bjorn Swanson

Tax Advisor / Owner

Diane Field

Administrative Assistant

RT Snyder Jr.

Insurance Agent, Tax Preparer, Owner

Jay Grubb

Insurance Agent

Michelle Martinez

Staff Accountant

Makayla Wilson

Staff Accountant

Tiffany Paulson

Insurance Agent

Kassidy Wagner

Staff Accountant

Tara Woldstad

Office Assistant

Chelsea Hanson

Client Operations Manager

Accounting

From managing cash flow to keeping your books in order, we provide proactive accounting support to guide your business forward.

Accounting

From managing cash flow to keeping your books in order, we provide proactive accounting support to guide your business forward.

Accounting

From managing cash flow to keeping your books in order, we provide proactive accounting support to guide your business forward.

Insurance

From crop coverage to business protection, our insurance team helps you plan for the unexpected - and get back on your feet when it hits.

Insurance

From crop coverage to business protection, our insurance team helps you plan for the unexpected - and get back on your feet when it hits.

Insurance

From crop coverage to business protection, our insurance team helps you plan for the unexpected - and get back on your feet when it hits.

Tax

From basic filings to forward planning, we help Montana families, farms, and businesses keep more of what they've earned.

Tax

From basic filings to forward planning, we help Montana families, farms, and businesses keep more of what they've earned.

Tax

From basic filings to forward planning, we help Montana families, farms, and businesses keep more of what they've earned.

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Montana Roots. Future Focused.

From taxes to insurance, we help Montana families, farms, and businesses protect what they’ve built and plan for what’s next.

Start a conversation

Montana Roots. Future Focused.

From taxes to insurance, we help Montana families, farms, and businesses protect what they’ve built and plan for what’s next.

Start a conversation

Montana Roots. Future Focused.

From taxes to insurance, we help Montana families, farms, and businesses protect what they’ve built and plan for what’s next.

Start a conversation